Creative Planning’s Saba Capital Income & Opportunities Fund BRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $64K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $55K | Sell |
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|
2018
Q2 | $60K | Buy |
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|
2018
Q1 | $60K | Buy |
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|
2017
Q4 | $56K | Sell |
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|
2017
Q3 | $58K | Sell |
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|
2017
Q2 | $92K | Sell |
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|
2017
Q1 | $112K | Hold |
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|
2016
Q4 | $115K | Sell |
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|
2016
Q3 | $118K | Sell |
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|
2016
Q2 | $119K | Sell |
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|
2016
Q1 | $120K | Sell |
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|
2015
Q4 | $194K | Buy |
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|
2015
Q3 | $107K | Sell |
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|
2015
Q2 | $138K | Sell |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $146K | Buy |
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|
2014
Q3 | $150K | Buy |
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|
2014
Q2 | $127K | Sell |
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|
2014
Q1 | $133K | Buy |
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|
2013
Q4 | $121K | Sell |
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|
2013
Q3 | $161K | Buy |
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|
2013
Q2 | $150K | Buy |
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